SPECIFIC ALTERNATIVE INVESTMENTS
Alternative ideas that can offer:
- Higher Returns
- Increased Liquidity
- Critical Tax Advantages
Get out of the “stocks and funds box”!
Learn now about how to round out your portfolio for real diversification with a wide variety of investments your stockbroker will never carry, and never tell you about.
- Oil and Gas Direct Participation Programs
- Merchant Cash Advance funding. (Amazon leads the way!)
- The explosion of Bitcoin and digital coin offerings
- Life Settlement contracts
- And more!
What good is a great investment when your gains are either taxed away or subject to legal or estate planning pitfalls?
How you hold your investments is crucial to keeping your gains for the best benefit of you, your family, or your business.
Learn from the experts in this section:
- Best Corporate Benefit Plans
- Planning for families with Special Needs members
- Best Tax-Advantaged Planning
- Business Succession
- Elder planning for Medi-Cal and Long-Term Care qualification